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Commented by André Will-Laudien on July 24th, 2025 | 07:15 CEST
Buying frenzy on the NASDAQ – Another 200% with D-Wave, MiMedia, and Super Micro Computer?
New record highs every day – a joy for investors, but a source of stress for fund managers. Time and again in history, stock markets have risen unchecked, only to be followed by an equally unexpected correction. This usually happens when there is a high degree of complacency. One indicator of investor sentiment is the so-called Fear & Greed Index. With values above 75 out of 100, it has been in the "Extreme Greed" zone for weeks now. But as a famous quote from the 1987 movie "Wall Street" said: "Greed is good!" We examine a few stocks with promising prospects and are betting on a continuation of the remarkable rally.
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Commented by Nico Popp on July 24th, 2025 | 07:10 CEST
No high-tech without tungsten – This bottleneck brings returns: Almonty, Siemens Healthineers, Intel
Tungsten is known as a defense metal due to its hardness and heat resistance. But it is also one of the invisible drivers of the high-tech industry. Using examples from medical technology and chip manufacturing, we explain why tungsten is rightly considered a key element in the future of raw material supply. We also venture a long-term outlook on the potential of tungsten producer Almonty Industries' stock.
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Commented by Armin Schulz on July 24th, 2025 | 07:05 CEST
Omnichannel Profits: How Alibaba's AI, naoo's communities, and PayPal's embedded finance are filling your coffers
The digital transformation is revolutionizing retail and marketing! E-commerce is breaking records, influencer campaigns are generating unprecedented reach, and innovative payment solutions are driving customer satisfaction to new heights. These three pillars are opening up global markets, increasing efficiency, and creating explosive growth opportunities. But the real gold lies in their intelligent integration. Those who seamlessly merge the online and offline worlds will dominate the market. This is precisely where pioneers Alibaba, naoo, and PayPal come in. Their strategies pave the way for profitable synergies.
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Commented by André Will-Laudien on July 24th, 2025 | 07:00 CEST
What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA
The stock market is currently taking no prisoners. Megatrends such as AI and high-tech have enabled investors to reap substantial returns over the past two years. But for the past three months, defense and armament stocks have been performing a wild dance on the trading floor. With special public programs to upgrade NATO, investors are expecting billions to flow into companies that maintain a defense segment in their business model. But how can a 600% rise in share prices be justified with just 20% more orders? What if DroneShield disappoints in September? The Australian hydrogen specialist Pure Hydrogen is currently expanding into the US, and much remains to be seen here. So where are the opportunities for investors?
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Commented by André Will-Laudien on July 23rd, 2025 | 07:25 CEST
After a 500% increase - is the next rocket stage about to launch? Rheinmetall, Almonty, Hensoldt, and Steyr in focus!
Some investors are reluctant to add stocks that have already performed strongly to their portfolios. In general, this is not good advice, as a sharp rise often has fundamental reasons. For example, the Düsseldorf-based defense company Rheinmetall is expected to increase its business volume roughly fivefold in the coming years. However, its share price has already skyrocketed by a factor of 20 since the start of 2022. The second-tier defense stocks have not been able to make the same leap, but some have managed gains of up to 500%. What happens next? Technical analysts often say: "The trend is your friend." This suggests that after a correction, the sun will soon shine again. In the strategic metals sector, Almonty Industries has recently made strong progress, and the rally could continue significantly regardless of defense investments. We have done the math for you.
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Commented by Fabian Lorenz on July 23rd, 2025 | 07:20 CEST
Major shareholder buys into DroneShield! Analysts bullish on TUI shares! Antimony: A new commodity gem!
Whether it is critical antimony, modern drone defense, or classic tourism, every industry has stocks with potential. New on the investor radar is commodity gem Antimony Resources. Antimony is a critical metal. The supply situation for Western countries is vital because China dominates the market. Initial drilling successes speak in favor of buying the stock. DroneShield has experienced spectacular share price growth. A prominent major investor appears to be seeking more and is continuing to purchase shares in the drone defense specialist. And at TUI, analysts believe in new sales records – not only in the summer, but also in the coming winter. Profits in particular are expected to rise sharply.
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Commented by Armin Schulz on July 23rd, 2025 | 07:15 CEST
Critical raw materials such as rare earths in the spotlight – How European Lithium is saving RENK, BYD, and your returns
The global battle for lithium and rare earths will determine the future viability of industry. While countries are investing billions to gain control of critical value chains, companies without secure access to raw materials are becoming pawns in the midst of geopolitical tensions. A notable example is the Pentagon's investment in MP Materials. RENK, a defense specialist in high-performance transmissions, and BYD, the electric mobility giant, are existentially dependent on stable supply chains. This is exactly where European Lithium comes in: the Company could break Europe's strategic dependence through domestic production.
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Commented by Fabian Lorenz on July 23rd, 2025 | 07:10 CEST
TAKEOVER SPECULATION! Barrick Mining, Evotec, Desert Gold
Just like the high prices, takeover speculation in the gold sector is also continuing. Desert Gold is repeatedly mentioned as a candidate. With its exciting acquisition in West Africa, the explorer has diversified and made itself even more attractive to a large corporation. Perhaps Barrick? The heavyweight is currently focusing on its ore mines and selling smaller projects. It could then expand again in the gold sector, and Desert certainly fits in regionally. In the biotech sector, Evotec has long been rumored as a takeover candidate. Following the latest revenue warning, this is likely the only hope for investors to achieve short-term returns. Or was the price slide exaggerated?
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Commented by André Will-Laudien on July 23rd, 2025 | 07:05 CEST
The hot phase for nuclear energy is beginning! Oklo, First Hydrogen, Nel, Siemens Energy, and Plug Power
For a long time, nuclear power was considered a thing of the past; however, a significant shift in energy policy is now underway worldwide. The US is at the forefront of this movement. Under Donald Trump, a comprehensive action plan to rebuild the nuclear industry was recently adopted. The goal is nothing less than to quadruple the country's nuclear power capacity, in particular through the massive expansion of small modular reactors (SMRs), which are compact, decentralized mini nuclear power plants. They are considered efficient, safe, and scalable. The message is clear: the United States wants to regain its position as the dominant nuclear power, both in terms of energy policy and technology. Which companies are in the spotlight?
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Commented by Nico Popp on July 23rd, 2025 | 07:00 CEST
Banking crash ahead? Consultant warns of credit crunch! Bank of America, Deutsche Bank, Sranan Gold
Stress test success does not guarantee safety. Banks in the US are currently scoring well with good quarterly figures, and stress tests, which used to be a hurdle, have long since lost their terror. However, Yerbol Orynbayev, former Deputy Prime Minister of Kazakhstan, warns that if the regulation of large banks is scaled back in the wake of the stress tests passed in June and the positive quarterly figures, this could weaken regional banks and ultimately trigger a credit crunch. Orynbayev works as a consultant in the financial sector and has been living in the US since 2017.
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